Everyone wants to learn Huawei, but they can't.
Last year, Huawei's revenue was 600 billion yuan, a year-on-year increase of 15%; the five-year compound growth rate was 23%; the three product lines covered the communication, enterprise market, and consumer fields. Looking at the revenue and growth rate from the figures, ordinary companies cannot learn it, and the volume is too large. From the perspective of product and market coverage, it is even more difficult to learn. At present, no company has such a wide and deep coverage in the ICT field.
There is no doubt that Huawei is a leader in China's ICT field, and what is even more terrifying is that it is still growing rapidly. So, what measures will it take to continue to grow when the industry develops opportunities? What kind of thinking will the newly released strategic positioning bring to the industry? The clues can be seen in the annual analyst conference.
In this conference, Xu Zhijun, the rotating chairman of Huawei, made a keynote speech at the opening of the conference, focusing on the interpretation of Huawei's vision and mission; Director and President of Products and Solutions Wang Tao talked about technology, business model and ecology.
In fact, whether it is the strategy proposed by Mr. Xu or the outlook of Mr. Xu, the bottom line is: this is an era of technological innovation and a great era. Huawei has become a leading company and has the responsibility to lead the industry to look into the distance and start a new journey of stars and seas. Only in this way can Huawei make more contributions to the industry and human beings and become a great company.
Based on the industrial background and several key words in this conference, this article has the following analysis.
1. There are two key words in this Huawei analyst conference, intelligent world and AI. In the past, Huawei's vision was to build a better fully connected world, but now it is to build a smart world where everything is connected; the biggest difference between the two is the "smart world". If you trace the source of the word, you will find that Ren Zhengfei talked about it on different occasions as early as a year ago. Huawei's attitude is that we are standing at the door of the intelligent society, and it is still early. AI is the realization of the intelligent world.
2.华为为什么要提智能世界？既是对未来趋势的判断，也是商业营销的名词，还是具体业务的呈现。智能世界的表现为，更多的ICT的产品和技术成为生活、工作和社会的一部分，促进人类更美好的生活，人和技术的关系会变得不同。在这基础上，华为的判断是，智能社会需要解决三个问题：可感知（互联）、可存储（云）和智能化。这是从技术角度抽象出来的需求。
3.如果从产品和技术角度说，可感知是“连接”，就是IOT、物联网、边缘计算、网络等；也是人和人的连接、人和物的连接、物和物的连接；需要更多的传感器、智能终端和边缘计算产品；而这些数据收集之后，需要存储、处理、分析等，这就是华为的ICT基础架构，包括底层的服务器、存储和网络，以及云架构和云；智能化则是让数据发挥作用，核心是AI。
图注：华为轮值董事长徐直军
在智能世界的愿景之下，华为希望在个人、家庭、组织等三个服务对象中，不断推进智能化的进程。而从技术角度来说，可感知、可存储和可智能这三者连在一起，就是华为提出的“端管云”，华为要做全联接、全云化、全智能的产品和解决方案。这就是战略落地，技术驱动商业变现的逻辑。
4.从业务和服务领域看，华为三大业务为运营商、企业业务和消费者业务。如今，运营商业务小幅增长，预计以后占比为50%。这取决于其他两个业务的增长速度。华为看中的企业业务，目前是100亿元美金，增长速度为30%多，还可以快一点；成为更多行业的“平台的平台”，那样业务将趋于稳定。而消费者业务在未来几年也将饱和，因为人口红利和智能终端的红利终有结束的一天，只要稳定就好。
5.未来，估计华为希望，保住运营商业务不要下滑，有利润；企业业务要高速发展，成为未来的增长引擎；消费者业务稳健增长，也要利润。放心，华为不会固守在一个产品线中。如果某个业务线停滞不前，则会迅速调整；甚至是创新新业务。云BU在某种程度是承载着新业务探索的使命。
6.智能世界对应这三大业务体系，也有落地。在运营商层面有更智能的网络，让SoftCOM AI 实现网络“自动驾驶”；在企业层面，是“智能的基础设施架构和解决方案”；消费者领域则是智能终端，更加智能的芯片和算法；云方面则是企业智能EI。
图注：华为公司战略Marketing总裁徐文伟
三大业务线不是割裂，而是有机结合。最重要的是，三大业务线的底层平台和架构相通，这就意味着，所有业务线的调整、衍生等都会迅速落地。加上华为强大的执行力，只会不断调整，积极拥抱变化。
7.这一次，华为把AI放到重要位置，媲美大航海时代、能源时代、数据时代。这意味着，华为按照自己的节奏进入一个增长期。面对的市场没有变化，但对市场的需求和玩法变了。让饱和市场重新变为增量市场，AI会让衍生出新的产品和服务方式，不同层级的用户也会获得新的价值。更何况还有更为广阔的增量市场。
8.AI对内。华为将在企业财务、人力资源、服务、供应链、研发等各个方面应用AI技术，期望提升效率和管理水平。从这个角度来说，华为是自己AI的“小白鼠”，观察以及释放AI在各个层级的作用，观察价值体现。
9.AI对外。构建全堆栈的AI解决方案，将AI当作一个通用的技术植入到所有的产品和解决方案中，释放经验和能力，提升竞争力，提升消费者体验。华为未来计划支持80%以上的企业利用AI支撑其业务，实现数字化和智能化。具体的解决方案要等到下半年上海HC大会发布。
10.华为对AI的战略看法值得学习。在风口期，华为并不着急竖旗，也不着急变现。等业内趋势成熟之后，再进入。其实避免了风险期。回顾华为这一两年的战略调整，做IT产品线和云的思路均是如此，不盲目进入。但一旦进入，就重金投入。这可以说是“慎重”，也可以理解为，营收为6000亿元的企业掉头太难。
11.华为在AI方面有何不同？业内通常说的算法、算力和数据，华为占据前两项。尤其是在算法方面与数学、芯片和基础研究有关。华为这一两年在海外搞了不少研究机构，就是要从底层入手，而不是像国内大多数公司，只做垂直的应用。如果只是利用开源和各类算法的板卡，华为的胜算不大。
12.华为不靠AI变现，而是“内化AI”，背后的核心是研发能力。如果没有2012实验室以及每年15%的研发投入，华为的AI能力不可能如此之强。毕竟，华为的产品线太多了，要每一个产品线都具有“智能”能力，需要对技术的深刻理解。
注：华为产品与解决方案总裁汪涛
总体看，华为将AI这个技术趋势看作是一个通用能力，甚至是一个必备元素，将彻底改变现在产品、解决方案的服务方式。要知道有啥不一样，还要等等下半年正式发布全栈、全场景的人工智能解决方案。
13.这一次华为发布GIV报告，体现对智能世界的洞察，既是响应集团战略方向也是引领产业趋势。根据GIV预测，到2025年，全球联接总数达到1000亿，视频流量占比达89%，86%的企业将采用AI，并创造23万亿美金数字经济。华为增长从何而来？就是从这里来。华为号召小伙伴们进入这个新纪元，开发出新物种，进入新经济。
14.重点说一下华为云。去年在品牌知名度方面迅速崛起，内部调整到位。今年新的品牌主张是“有技术 有未来 值得信赖”。优势是，整合所有内部关于云的资源，以“华为云”的品牌销售给用户。至于是叫“公有云、私有云、混合云”还是叫“行业云、政务云、城市云”，这都不重要。重要的是，用户需要什么就提供什么。
15.不要对华为云有太多数字方面的猜测。去年收入是5亿元美金，还处于高速成长中。华为对新业务的态度一般是3年探索期，才决定胜负。所以，对于华为云来说，成为“全球五朵云之一”还早着呢，仍旧处于一个幼儿期。
16. What are the advantages of HUAWEI CLOUD? Full-stack technical capabilities, ground service capabilities, market expansion capabilities, industry entry capabilities, and business ecological capabilities. Most importantly, the Group's support is unprecedented. HUAWEI CLOUD hopes to become a "black land", an innovator in the era of Internet business cloud infrastructure 2.0 and a technical partner for digital transformation of enterprises .
Huawei's view on HUAWEI CLOUD is, "HUAWEI CLOUD is an important foundation for Huawei's comprehensive transformation to the cloud. For HUAWEI CLOUD BU, it not only provides public cloud services to all customers, but also supports Huawei's entire company's transformation to the cloud." I have high hopes for HUAWEI CLOUD. Judging from the positioning of HUAWEI CLOUD, it is also constantly exploring and revising its own positioning, which can be seen from the technological iteration and the rhythm of entering different industries in different periods.
Postscript: What do you study Huaxue?
I have participated in the Huawei Analyst Conference for three consecutive years, and each time I feel different. There are too many speculations about Huawei from the outside world, including strategy, management, culture, system, structure, brand, publicity and so on. Most companies want to learn from Huawei and hope to become a leader in a certain segment. However, it is impossible to learn from Huawei, and it is impossible to learn.
At each stage, although everyone faces the same opportunities; or in other words, the business environment is the same, each enterprise has different genes, different judgments about the future, and different resources, which determine the strategic direction and resource investment; even if learning Huawei's overall thinking and specific practices may not necessarily become a company like Huawei.
In each analyst conference, what we need to learn is what Huawei's judgment on the future is. How did this judgment come about, how did Huawei implement and execute it, and how did it become the driving force in recent years? That's enough. Therefore, from this perspective, what will Huawei do after talking about "smart world and AI" this time, it is worth observing and learning.
Learning Huawei is about ideas, not just practices.